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Nuveen NWQ Small-Cap Value R3 (NSCQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.31+0.07 (+0.13%)
At close: 09:00PM EDT

Nuveen NWQ Small-Cap Value R3

Nuveen Investment Trust

333 West Wacker Drive 32Nd Floor

Chicago IL 60606

800-257-8787
Management information
Andrew C Hwang,Lead manager since 31 January 2016
Andrew C. Hwang, CFA, is a Managing Director, Portfolio Manager and Equity Analyst who joined NWQ in 1998.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyNuveen
Net assets266.43M
YTD return25.04%
Yield0.31%
Morningstar rating★★
Inception date28 Sept 2009

Fund operations

Last dividend0.16
Last cap gain0.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpenseNSCQXCategory average
Annual report expense ratio (net)1.60%1.03%
Prospectus net expense ratio1.60%N/A
Prospectus gross expense ratio1.60%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection505N/A
5-yr expense projection871N/A
10-yr expense projection1,900N/A